Copying Workflows

Copy workflows to reuse existing workflows, and to test workflows. Users with the Create Workflow action can copy workflows. The copied workflow is named as “Copy of Workflow_Name” and saved as an inactive workflow, without a start node. In the copied workflow, add the start node, evaluate the end nodes to see if they need to be changed, and when the workflow is ready, make it active. The time taken by the copying process varies based on the size of the workflow, and the user cannot work in the application during this time.

Workflows cannot be copied across departments and the following standard inbound workflows are not available for copying:

1. Start Workflow – Transfer

2. Start Workflow – Standard

3. Finish Workflow

4. Default Social Workflow

To copy a workflow:

1. From the Partition and Departments dropdown menu, select a department.

2. From the Navigation menu, browse to Business Rules > Workflow > Workflow Type.

3. On the List page, in the Actions column of the workflow, you want to copy. click the Options  button.

4. Click the Create Copy option.

5. A message appears notifying that based on the size of the workflow, the copy process might take some time, and that the user would not be able to use the product during the process. In the message, click Yes to create a copy of the workflow.

   After a copy of the workflow is created, a message is displayed that tells the name of the copied workflow. In the copied workflow, add the start node, evaluate the end nodes to see if they need to be changed, and when the workflow is ready, make it active.

Related Topics

• About Workflows

• About Workflow Editor

• Creating Workflows

• Deleting Workflows